Criteo S.A. Earnings Recaps
Q3 2025
Oct 29, 2025
Criteo delivered robust Q3 2025 results, showcasing strong growth in cross-channel advertising, particularly in Retail Media and performance-driven solutions, while successfully transitioning to a more AI-centric platform.
Key takeaways
- Approximately 85% of media spend is now outside of desktop display, with Retail Media comprising about half of total spend.
- The self-service GO solution is gaining traction, with one in four campaigns from small clients now utilizing it, a notable increase from 10% last quarter.
- Criteo is executing a strategic shift towards agentic AI, enhancing consumer engagement through intelligent assistants and expanding its capabilities in Performance Media.
- Performance Media campaigns for large clients delivered five times more new users, highlighting the effectiveness of Criteo's cross-channel strategy.
- Strong pipeline for upcoming innovations in AI-driven recommendations and integrations with major AI-driven platforms positions Criteo for continued growth.